Technology & Communications (38)
Kake.com’s Top 7 Roboadvisors for 2021
- Saturday, 02 January 2021
- Technology & Communications
- Written by PFA News
Kake.com released its list of the top seven roboadvisors of 2021. It evaluated 19, taking into account management fees, account minimums, customer support and ease of use.
Read more...Tips for FAs on How to Tighten Cybersecurity Practices
- Saturday, 02 January 2021
- Technology & Communications
- Written by PFA News
In 2019, there were 3,800 publicly disclosed data breaches, resulting in the exposure of 4.1 billion personal records. And, while breaches happen in every industry, the financial sector is a prime target of hackers. So reports Advisor Hub.
Read more...How FAs Can Adapt to the Virtual Environment
- Friday, 30 October 2020
- Technology & Communications
- Written by PFA News
A big challenge among financial advisors during the pandemic has been inadequate technology. So reports U.S. News & World Report.
Read more...CNET Ranks Best Robo-advisors of November
- Friday, 30 October 2020
- Technology & Communications
- Written by PFA News
CNET has release its list for the best robo-advisors for the month of November.
Read more...Advisor Group Launches New Cybersecurity Products
- Saturday, 20 July 2019
- Technology & Communications
- Written by PFA News
The Advisor Group has launched the CyberGuard Program, which leverages the company’s state-of-the-art cybersecurity tools to enable financial professionals to keep their clients' sensitive data secure. So reports Yahoo Finance.
Read more...Regulation BI Creates Huge Implementation Challenge
- Saturday, 06 July 2019
- Technology & Communications
- Written by PFA News
Implementing compliance with the Best Interest regulation will be a huge challenge for broker-dealers and firms should notify the Securities and Exchange Commission of any inadequacies with adopting the rule, says SEC Commissioner Hester Peirce. So reports Think Advisor.
Read more...Simplicity is Crucial in Website Design
- Saturday, 06 July 2019
- Technology & Communications
- Written by PFA News
Advisors can improve their marketing by ensuring that their websites are simple and also reflect an understanding of investors’ challenges and pain points. So reports Wealth Management.
Read more...Advisors Success with Social Media Increases
- Saturday, 27 April 2019
- Technology & Communications
- Written by PFA News
A new study by Putnam has found that the average advisor captured up to an additional $1.4 million in investable assets last year by using social media compared to up to $1 million in 2017. So reports Financial Planning.
Read more...Advisors Can Add Value By Teaching Clients Cyber Security
- Saturday, 02 March 2019
- Technology & Communications
- Written by PFA News
Advisors can add value by teaching their clients to improve their cyber defenses. So reports Wealth Management.
Read more...Advisor Launches Online Referral Service
- Saturday, 19 January 2019
- Technology & Communications
- Written by PFA News
Pam Krueger, host of the television investor education show Money Track, has launched Wealthramp, which uses an algorithm to help individuals find financial advisors. So reports Forbes. Read more...
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